Financials
17 results found
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Customize Name and Description Visibility on New Sales Experience Pages
Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:
Item name = {item number} {truncated item description}
Item description = {long item description}Example:
Item name= 2003 Hardieplank 8 1/4" CM Lap
Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"In the New Sales Experience, in the estimate details page, the line…
9 votesProduct Update 6/26:
This is now available! You can now modify whether the name and description are displayed on the Quote Details and Authorization pages. You can choose between "Both Name and Description", "Name Only", or "Description Only".
Additionally, you can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on those same pages. This also displays on the signing page!
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Don't Remove Photo Description when Changing Photo on NSE Inspection Page
We like the functionality better where on the inspection page in an NSE estimate, where the description did not disappear when we change the photo. This creates a lot more work for us.
2 votes -
Show Line Item Description on NSE Signing Page
Currently, when you add a line item on the signing and upgrades page, when you view the page as a PDF, it does not show the description of the product/line item like it does on the estimate details page.
2 votesProduct Update 6/26:
This is now available! You can now modify whether the name and description are displayed on the signing page. You can choose between "Both Name and Description", "Name Only", or "Description Only".
Additionally, you can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on the Quote Details and Authorization pages. This also displays on the signing page!
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Add a Column for Unit of Measure (UoM) in NSE Estimates
In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.
6 votesProduct Update 6/26:
This is now available! You can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on the Quote Details and Authorization pages. This also displays on the signing page!
Additionally, you can also modify whether the name and description are displayed on these pages. You can choose between "Both Name and Description", "Name Only", or "Description Only".
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Ability to add invoice line number
Ability to add invoice line item number. This makes it easier to go over with your client with.
Example:
1. Work description Qty Price Amount
2. Work description Qty Price Amount
3. Work description Qty Price Amount
4. Work description Qty Price Amount
5. Work description Qty Price Amount2 votesThis can be accomplished by creating a product with a line item number in the title or description.
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Customize estimate design templates
Request to change the default color of blue on estimates to a different color, or to be able to customize the design.
2 votesMany more options and company colors are available on the new sales experience, which will be rolled out this year to everyone.
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Ability to hide MarkUp on invoices
It would be helpful to have a setting to hide the markup on the invoice for our reps creating invoices.
2 votesHello!
The ability to hide markup on invoices is already available. To do this, visit the setting page, select templates on the left side, navigate to your invoice template and click Edit. You will then see a list of items to display or hide from internal and/or customer view. If you turn off the cost column, customers will not be able to see the markup.
Please let me know if you have any questions on this.
Thank you,
Keys
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2 votes
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When a job's estimate is signed by the customer send a notification
I like the new e-sign function but we didn't get notified after the customer signed it. When a job's estimate is signed by the customer send a notification whoever is assigned to that job/contact.
1 voteHello!
This is available today using automations. Set up and event based automation and use the signature status condition to send an email or create a task.
If you need additional help setting this up, please don’t hesitate to reach out.
Thank you,
Adam Keys
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12 votes
With our launch of JobNimbus Payments we make it easy to automatically include CC fees on your invoices.
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'Paid' Stamp on Paid Invoices
Paid stamp on paid in full invoices. This is not on the newer template, just the older one.
41 votesCompleted in Feb 2021
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Estimates - material and labor cost with own markup
Currently items under products and services have three quantities, Cost, markup and price. It would be awesome to have: material cost, material cost markup, labor cost, labor cost markup and a final price. And on the estimate have those two extra columns as well with totals at the bottom.
Having this feature would allow us to track labor cost and material cost per job with out having to jump through a lot of calculation hoops to get there.
17 votesThank you for your input and votes on this topic. We recently added subtotals for Labor and Materials in all financial documents. Markup is displayed for all line items, including labor, and can be quickly edited.. The new markup slider allows you to quickly adjust markup for all line items in an estimate.
I would love your feedback on improvements we have made and if any changes still needed. -
Estimate Options (e.g. Good, Better, Best)
On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.
99 votes -
Customer approval for Estimates - Signatures
If customers could sign with their finger on phone or tablet an approval for the estimate that was just sent to them and alert you right away.
92 votes -
Subtotals for Sections on Estimates and Invoices
It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?
Thanks for the help!
30 votes -
Option To Hide Subtotal
On estimates where we are giving several options we do not want the subtotal displaying on the bottom. It would be nice if there was an option when creating an estimate template to be able to take out the subtotal at the bottom.
10 votes -
Duplicate lines
Every time I add a line item on an estimate or invoice from scratch it duplicates it between 3 and 6 times. It's insanely frustrating when I try to delete the duplicate lines the entire item deletes. I have to save the estimate and go back in and delete each duplicate. I'm about to lose my mind and switch my company to another system.
1 voteThis feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron
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